U.S. Capital Wealth Advisors’s Bridger Aerospace BAER Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$11.3K	–	890
2025 Q1	$11.3K	Hold	10,000	–	–	﹤0.01%	834
2024 Q4	$21.3K	Buy	+10,000	New	+$27K	﹤0.01%	803

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's BAER Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Bridger Aerospace (BAER) in Q2 2025, closing a stake of 10,000 shares — an estimated $11.3K sold.

U.S. Capital Wealth Advisors first reported a position in BAER in Q4 2024 and held it in 2 quarters. The position peaked at $21.3K in Q4 2024. 55 funds tracked by Wall St. Rank hold BAER as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Bridger Aerospace position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,000 Bridger Aerospace shares in Q2 2025, an estimated $11.3K.
U.S. Capital Wealth Advisors first reported a position in Bridger Aerospace in Q4 2024 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Bridger Aerospace position peaked at $21.3K in Q4 2024.
55 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.